SEC 13F Intelligence

Waddell & Reed Financial Inc / PFE

Waddell & Reed Financial Inc’s Pfizer Inc Position

Does Waddell & Reed Financial Inc own Pfizer Inc (PFE)? Not currently — the last reported position was 1.28M shares worth $42M in Q1 2020; the fund’s latest 13F (Q1 2021) no longer reports it.

Position Value
$42M
Q1 2020
Shares
1.28M
% of Portfolio
+0.14%
Quarters Held
6
position exited

Position History PFE

Reported value by quarter
Q4 ’18: $403MQ4 ’18Q1 ’19: $367MQ1 ’19Q2 ’19: $294MQ2 ’19Q3 ’19: $116MQ3 ’19Q4 ’19: $49MQ4 ’19Q1 ’20: $42MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20201.28M$42M+0.14%
Q4 20191.25M$49M+0.12%
Q3 20193.22M$116M+0.30%
Q2 20196.79M$294M+0.73%
Q1 20198.65M$367M+0.91%
Q4 20189.24M$403M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of PFE.